See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,004 | $60,349+27.6% | $74,183+3.8% | $62,891+22.4% |
| Participation rate | 63.2% | 72.7%-9.5pp | 76.6%-13.4pp | 69.3%-6.1pp |
| Annual return | 8.24% | 21.37%-13.1pp | 17.74%-9.5pp | 20.14%-11.9pp |
| Employer contribution / active EE | $150 | $1,680-91.1% | $2,370-93.7% | $2,281-93.4% |
| Participant deferral / active EE | $2,725 | $2,856-4.6% | $3,550-23.2% | $3,203-14.9% |
| Admin fee / account holder | $8,881 | $4,261+108.4% | $5,586+59.0% | $4,296+106.8% |